Freelancers and small teams send a proposal and then... forget. The client waits for a message. You don’t remember. The deal is gone even though they were "almost ready".
To: klient@company.com
Subject: RE: Your proposal — any questions?
Hi Marta,
I’m sending the proposal we discussed. Can we set a start date?
I’m available this week for a quick call.
— Anna
Sent automatically 3 days after the meeting
Most sales are lost not because the offer is bad, but because the reminder does not come at the perfect time. A few polite follow-ups can boost conversion by up to 40%.
conversion lift with follow-ups
best time for the first follow-up
more replies with a sequence
Plotri is a simple CRM with automated follow-ups. Instead of remembering to send an email — we do it for you.
Follow-up reminders based on events (proposal, call, no reply).
Ready-to-use follow-up templates you can customize.
Choose exactly when to send a follow-up (1 day, 3 days, a week).
Full history of calls, proposals, and emails — never forget anything.
Connect Gmail, Outlook, Slack and more — everything in one place.
Set rules: if a client does X, send Y — no manual work.
For freelancers and starters
For small teams and agencies
For larger teams
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